MarilynG1
Expert Alumni

Get your taxes done using TurboTax

You could choose 'none of the above'  since with Form 4852 you may or may not be able to Efile.  Users have reported both outcomes. 

 

You would not be creating a Substitute 1099-R because you are unable to obtain one.

 

Be sure you choose 2022 as the year of your 1099-R.

 

Click this link for more info on Excess Roth Contribution

 

 

 

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